Investor Presentation for Earnings Call with Analyst/Investor scheduled on May 26, 2026
TVSSCS · price
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TVS Supply Chain Solutions reported strong Q4 FY26 results with revenue of ₹3,032 Cr, up 21.3% YoY, driven by record new business wins of ₹524 Cr. Adjusted EBITDA grew 37.5% to ₹222 Cr with margins expanding 80 bps to 7.3%. For FY26, revenue crossed ₹11,000 Cr at ₹11,003 Cr (10.1% growth), EBITDA grew 14.5% to ₹773 Cr, and PAT turned around to ₹117 Cr from a loss. The ISCS segment delivered 9.3% EBITDA margins in Q4 (up from 8.5%), while Europe achieved profitability inflection through Project One cost initiatives. The BD pipeline stands robust at ₹6,100 Cr with 100 Fortune 500 customers. The acquisition of Swamy & Sons was completed on May 26, expected to be margin accretive for India operations.
Strong execution with margin expansion across segments and record order pipeline positions the company well for FY27 growth. The turnaround in profitability and positive cash generation of ₹243 Cr demonstrates improved operational efficiency and working capital management.